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Sponsor portfolioWelfare / HealthEIN 04-2745768

WS ASSET MANAGEMENT, INC

33 BOYLSTON STREET, SUITE 3000 · CHESTNUT HILL, MA 02467
6175594400
Plans filed
1
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$5.9M
No prior year
Persons covered
595
No prior year
Total participants
595
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$5.9M
WS ASSET MANAGEMENT, INC WELFARE BENEFIT PLAN
Mixed595 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.2M29.9%
Dental$5.2M29.9%
Vision$5.2M29.9%
Life$654K3.7%
Other$654K3.7%
Long-term disability$507K2.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 041045815
HDV
$5.2M88.9%11595
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$507K8.6%11363
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LOth
$147K2.5%11369

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESDEDHAM, MATHE HARTFORD, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC$121K$14K$134K79.4%1
INDIGO INSURANCE SERVICESWORCESTER, MATHE HARTFORD$0$29K$29K17.2%1
MICHAEL GIANNATTASIOLYNNFIELD, MAUNITED OF OMAHA MUTUAL COMPANY$6K$0$6K3.4%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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